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Nearing Retirement in the Workshop Objectives Know how to set goals for retirement including income needs Review sources of income you have to meet your retirement goals Recognize how to develop a

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How to fill out frs investment plan summary

01

To fill out the FRS investment plan summary, follow these steps:

02

Begin by providing your personal information, including your name, address, and contact details.

03

Fill in your employment details, such as your current employer and job title.

04

Specify your retirement plan membership information, such as your plan name and membership number.

05

Identify your investment options, including the funds in which you wish to invest your contributions.

06

Indicate the percentage of your contributions that you would like to allocate to each investment option.

07

Provide any additional information or instructions, if required.

08

Carefully review your completed investment plan summary and make any necessary corrections.

09

Once you are satisfied with the information provided, sign and date the form to confirm your choices.

10

Submit the filled-out investment plan summary to the appropriate authority or department as instructed.

Who needs frs investment plan summary?

01

Anyone who is a member of a retirement plan under the Florida Retirement System (FRS) needs to fill out the FRS investment plan summary.

02

This summary helps individuals outline their investment preferences and allocation of contributions within their retirement plan. It is essential for individuals who want to have control over their retirement investment strategy and make informed decisions regarding their funds.

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What is frs investment plan summary?

The FRS Investment Plan Summary is a document that provides a snapshot of an individual's investment holdings within the FRS Investment Plan.

Who is required to file frs investment plan summary?

All active members of the FRS Investment Plan are required to file the FRS Investment Plan Summary.

How to fill out frs investment plan summary?

The FRS Investment Plan Summary can be filled out electronically on the FRS website or by submitting a paper form via mail.

What is the purpose of frs investment plan summary?

The purpose of the FRS Investment Plan Summary is to provide members with a comprehensive overview of their investment holdings and performance.

What information must be reported on frs investment plan summary?

The FRS Investment Plan Summary must include details of the member's investment funds, contributions, and account balance.

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